Monthly bookkeeping
Every transaction categorized and every account reconciled, every month. Your books stay current, so the numbers are ready when you need them.
Services
Bookkeeping that keeps
your business clear.
Whether your books are current, a few months behind or a few years behind, we can take them off your plate and keep them organized from here.
What we do
What we take
off your plate.
Catch-up and cleanup
Months or years behind? We sort through it, fix what was miscategorized and bring your records back to a place you can trust.
Bank and card reconciliation
Every account matched to its statement, line by line. If something is missing or doubled, we find it before it becomes a problem.
Financial reports
Profit and loss, balance sheet and cash flow, delivered on schedule and walked through with you until they make sense.
Bills and invoices
Bills tracked and paid on time. Invoices sent and followed up, so money moves the way it should without you chasing it.
Ready for tax season
Clean, organized books your tax preparer can work from on day one. Filing gets faster and the surprises go away.
Every month
What monthly
bookkeeping includes.
- Transactions categorized
- Bank and credit card accounts reconciled
- Profit and loss, balance sheet and cash flow reports
- A check-in to walk through the numbers
- Records organized for your tax preparer
Questions
Common
questions.
My books are months behind. Can you still help?
Yes. Catch-up and cleanup is one of the most common ways clients start. We bring your records current first, then keep them that way every month.
Do I need to understand accounting to work with you?
No. We explain everything in plain language and in whatever format helps you learn best, whether that is a walkthrough, a written summary or a visual.
Do you work with businesses outside Idaho?
Yes. We are based in North Idaho and work fully remote with small businesses in every state.
Do you prepare taxes?
We focus on bookkeeping. We hand your tax preparer clean, organized books, so filing is faster and there are no surprises.
How do we get started?
Send us a note through the contact form. We reply within one business day to set up a conversation about your business and where your books stand.
Let’s talk
What would you like off your plate?
Tell us where your books stand. We’ll work through the next step together.